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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,740 | $101,795+147.3% | $165,100+52.5% | $80,959+210.9% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.7%-6.6pp |
| Annual return | 11.10% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,903 | $2,954+32.1% | $4,348-10.2% | $2,757+41.5% |
| Participant deferral / active EE | $7,717 | $4,476+72.4% | $6,035+27.9% | $4,300+79.4% |
| Admin fee / account holder | $10,497 | $8,221+27.7% | $12,696-17.3% | $6,925+51.6% |